Legal Analyst, LACERA (Investments and Commercial Transactions)
National Society of Compliance Professionals
Date: 15 hours ago
City: Pasadena, CA
Salary:
$85,809.84
-
$112,548
per year
Contract type: Full time
LACERA
Location: Pasadena, CA
Overview
TYPE OF RECRUITMENT: Open Competitive Opportunity
SALARY
$7,150.82 - $9,379.00 Monthly
$85,809.84 - $112,548.00 Annually
The Los Angeles County Employees Retirement Association (LACERA) administers and manages the $87+ billion retirement fund for the County of Los Angeles. We provide retirement, disability, and death benefits to eligible County Employees and their Beneficiaries, and collect, deposit, invest, and manage retirement funds collected from the County, Outside Districts, and County Employees. LACERA is one of the largest county retirement associations in the United States with over 194,000 members. Our Membership is comprised of individuals from a diverse range of careers, age groups, and ethnicity - all contributing to the greater welfare of Los Angeles County. LACERA also manages the $4.5 billion OPEB Master Trust whose purpose is to pre-fund OPEB Program medical, dental, and vision benefits for participating employers.
Position
The current vacancy is in the Investments and Commercial Transactions Section of the Legal Division. This position will be part of a team of attorneys, legal analysts, and secretarial support that provide legal advice and representation on investment issues as well as transactional support to LACERA and its Boards of Retirement and Investments, the Executive Office, the Investment Division, and other divisions as needed in investing the pension plan assets to provide benefits to members and their beneficiaries. Issues will include interpretation of state regulations, AML/KYC rules, the Internal Revenue Code, and other tax rules, registration requirements with regulatory agencies, and analyzing historical documents, policies, and procedures that may affect the pension plan and its investments as part of a complex global portfolio.
The position will involve filling out investment related questionnaires, forms, registrations, subscription agreements for commingled funds, maintaining title holding entities in the real estate portfolio, drafting minutes and resolutions for the same, assisting with investment closings, managing tax returns and applying for tax exemptions, submitting country registrations and powers of attorney to custodians, processing invoices and keeping logs and spreadsheets updated. It will also involve research, analysis, troubleshooting, and responding to internal client requests.
Selection Requirements
OPTION 1:
Certificate of completion of a paralegal training program approved by the American Bar Association or accredited by the California Department of Education or by an equivalent accrediting agency from another state or meeting the definition of a Paralegal under California Business and Professions Code Section 6450 and three (3) years' experience in a legal office performing paralegal or similar duties in the public or private sector.
Graduation from an accredited law school with one year of experience in a legal office performing paralegal or similar duties in the public or private sector.
Desired Qualifications
Location: Pasadena, CA
Overview
TYPE OF RECRUITMENT: Open Competitive Opportunity
SALARY
$7,150.82 - $9,379.00 Monthly
$85,809.84 - $112,548.00 Annually
The Los Angeles County Employees Retirement Association (LACERA) administers and manages the $87+ billion retirement fund for the County of Los Angeles. We provide retirement, disability, and death benefits to eligible County Employees and their Beneficiaries, and collect, deposit, invest, and manage retirement funds collected from the County, Outside Districts, and County Employees. LACERA is one of the largest county retirement associations in the United States with over 194,000 members. Our Membership is comprised of individuals from a diverse range of careers, age groups, and ethnicity - all contributing to the greater welfare of Los Angeles County. LACERA also manages the $4.5 billion OPEB Master Trust whose purpose is to pre-fund OPEB Program medical, dental, and vision benefits for participating employers.
Position
The current vacancy is in the Investments and Commercial Transactions Section of the Legal Division. This position will be part of a team of attorneys, legal analysts, and secretarial support that provide legal advice and representation on investment issues as well as transactional support to LACERA and its Boards of Retirement and Investments, the Executive Office, the Investment Division, and other divisions as needed in investing the pension plan assets to provide benefits to members and their beneficiaries. Issues will include interpretation of state regulations, AML/KYC rules, the Internal Revenue Code, and other tax rules, registration requirements with regulatory agencies, and analyzing historical documents, policies, and procedures that may affect the pension plan and its investments as part of a complex global portfolio.
The position will involve filling out investment related questionnaires, forms, registrations, subscription agreements for commingled funds, maintaining title holding entities in the real estate portfolio, drafting minutes and resolutions for the same, assisting with investment closings, managing tax returns and applying for tax exemptions, submitting country registrations and powers of attorney to custodians, processing invoices and keeping logs and spreadsheets updated. It will also involve research, analysis, troubleshooting, and responding to internal client requests.
Selection Requirements
OPTION 1:
Certificate of completion of a paralegal training program approved by the American Bar Association or accredited by the California Department of Education or by an equivalent accrediting agency from another state or meeting the definition of a Paralegal under California Business and Professions Code Section 6450 and three (3) years' experience in a legal office performing paralegal or similar duties in the public or private sector.
- OR-
Graduation from an accredited law school with one year of experience in a legal office performing paralegal or similar duties in the public or private sector.
Desired Qualifications
- Demonstrated experience analyzing and reviewing documents regarding the purchase and sale of improved real estate.
- Demonstrated experience with tax issues, including tax returns and exemption forms.
- Demonstrated experience maintaining companies, such as corporations, LLCs and partnerships, including their formation, annual registration, and dissolution.
- Demonstrated experience drafting corporate minutes, consents, resolutions and maintaining corporate minute books.
- Demonstrated experience analyzing and reviewing subscription agreements, investor questionnaires, KYC/AML forms, and similar documents for alternative investment transactions.
- Demonstrated experience with matter management software, maintaining logs, spreadsheets and calendaring deadlines.
- Demonstrated experience filling out country registrations and powers of attorney for custodian and sub custodian accounts.
- Demonstrated experience processing and reviewing invoices for legal services.
- Demonstrated experience utilizing WESTLAW, LEXIS and other on-line research resources.
- Demonstrated experience using Microsoft Office Suite, including Word, Excel, Outlook, Teams and SharePoint.
- Demonstrated experience working with Adobe to format, edit and manipulate pdfs.
- Demonstrated experience working with matter and document management software.
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